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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,036 | $99,957-13.9% | $149,745-42.5% | $73,497+17.1% |
| Participation rate | 97.1% | 75.7%+21.4pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 20.99% | 53.87%-32.9pp | 276.72%-255.7pp | 28.51%-7.5pp |
| Employer contribution / active EE | $7,471 | $3,191+134.1% | $4,646+60.8% | $2,270+229.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $260 | $551-52.8% | $9,312-97.2% | $513-49.3% |